W&F December 2017

www.wealthandfinance-news.com 30 Wealth & Finance International - December 2017 Founded in 2016, Capitalium Advisors was born of its partners’ determination to become independent, in order to guarantee their clients the highest possible standards of service and without any conflict of interests. Today, the firm’s founders continue to share a passion for entrepreneurism, abide by common values and adhere to a collective vision to redefine wealth management and its practices. In tune with a new generation of clients, the associates of Capitalium Advisors understand evolving expectations as well as the stakes that are at play. As such, they are able to offer clients an innovative approach, built on rigor and excellence. Offering an innovative, approach, the firm aims to always work with its clients’ needs in mind. While banks focus on staying profitable by cutting costs and raising prices, Capitalium Advisors constantly invest in enhancing its offering. This is the only way that the firm can create concrete and tangible added value. Merely cutting costs is the reaction of those who are unable to renew their offering and adjust to clients’ new expectations. Alongside this client focused strategy, to ensure that clients receive the solution that they truly need, the company develops solutions especially tailored to them, whether they are families, the emerging generation of millennials or entrepreneurs. Its offering is threefold, and comprises of Casa Invest, Casa Nexgen and Casa Advice. The first, Casa Invest, manages discretionary mandates, consultancies and supervisory services. The firm’s investment landscape covers all types of financial assets and monetary bases. To ensure strong returns, the company implements tax-efficient management, in the structures and in the investments it selects. The second is Casa Nexgen, a proprietary concept which is the non-financial branch of the Capitalium Advisors services. It is targeted above all to families, helping them tackle challenges related to the transmission of patrimony. The firm offers an ecosystem built upon three pillars that the young generation interacts with on a regular basis: investment, education and mentoring. Finally, through Casa Advice the Capitalium Advisors team help clients to maintain total control over their private affairs, with a team of professionals who master the challenges and increasing complexities of today’s environment. The company has equipped itself with state-of- the-art tools that allow for granular monitoring and analysis of financial assets. Overall, the firm has achieved exceptional success despite its relative youth. Within a few months, Capitalium Advisors has positioned itself definitively as a player able to offer a true alternative to traditional banks. Looking ahead, Capitalium Advisors will continue to expand both organically and externally while continuing to demonstrate the added value of a business model that is close to its clients and with no conflicts of interests. Backed by common sense, hard work, boldness and enthusiasm, the firm is well-positioned to implement its ambitious plans. Capitalium Advisors® is an independent wealth management company based in Geneva, offering premium services for international clients. We profile the firm to learn more and explore the secrets behind its success. Putting Clients at the Heart of Wealth Management 1712WF21 Company: Capitalium Advisors SA Address: 16, rue de la Pélisserie, CH – 1204 Geneva Phone: +41 22 544 63 00 Website: www.capitaliumadvisors.ch Offering an innovative, approach, the firm aims to always work with its clients’ needs in mind.